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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,976 | $185,312-64.9% | $161,489-59.8% | $154,746-58.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | -3.02% | 103.84%-106.9pp | 89.72%-92.7pp | 172.34%-175.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $983 | $6,350-84.5% | $5,630-82.5% | $6,730-85.4% |
| Admin fee / account holder | $19,729 | $18,654+5.8% | $16,006+23.3% | $14,365+37.3% |